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File #: 25-0884    Version: 1 Name:
Type: Board of Directors Item Status: Agenda Ready
File created: 10/2/2025 In control: Board of Directors
On agenda: 12/9/2025 Final action:
Title: Consider the November 19, 2025, Board Audit Committee Recommendation for Performance Audits to include in the 2026 Annual Audit Plan; Approve the 2026 Annual Audit Plan; and Provide Further Direction to Staff and the Chief Audit Executive as Needed.
Attachments: 1. Attachment 1: 2023 Risk Assessment Final Report
BOARD AGENDA MEMORANDUM

Government Code ? 84308 Applies: Yes ? No ?
(If "YES" Complete Attachment A - Gov. Code ? 84308)

SUBJECT: Title
Consider the November 19, 2025, Board Audit Committee Recommendation for Performance Audits to include in the 2026 Annual Audit Plan; Approve the 2026 Annual Audit Plan; and Provide Further Direction to Staff and the Chief Audit Executive as Needed.


End
RECOMMENDATION: Recommendation
Consider the November 19, 2025, Board Audit Committee Recommendation for Performance Audits to include in the 2026 Annual Audit Plan:
A. Approve the 2026 Annual Audit Plan; and
B. Provide further direction to staff and the Chief Audit Executive as needed.


Body
SUMMARY:
The purpose of this agenda item is to present and discuss the 2026 Annual Audit Plan, as recommended to the Board by the Board Audit Committee (BAC), and to obtain Board approval of the proposed audit topics and auditor assignments for the 2026 Annual Audit Plan.

According to the BAC Audit Charter, the BAC shall assist the Board, consistent with direction from the full Board, by identifying potential areas for audit and audit priorities, and to review, update, plan and coordinate execution of Board audits (Article I, Paragraph 4); make recommendations to the full Board for the selection of all Auditors to perform audits in the approved Annual Audit Plan (Article VI, Paragraph 1); and submit its recommended Annual Audit Plan to the full Board for consideration and direction by November 30 of each year (Article III, Paragraph 7.2).

To develop the proposed audit plan, the Board's Chief Audit Executive (CAE) conducted a risk assessment beginning in FY 2023 to identify key areas of risk that could be considered for auditing. The 2023 Risk Assessment Final Report dated November 2023 (Attachment 1) is attached for reference. The Risk Assessment includes heat maps of Santa Clara Valley Water District's (Valley Water) operational areas based on risk impact (low, moderate, a...

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